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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
1101
Wealthquest
Ohio
$440K +$77.7K +2,721 +22%
SPW
1102
Sonoma Private Wealth
California
$438K
NFA
1103
Northern Financial Advisors
Michigan
$438K -$19.2K -674 -4%
DFA
1104
DHJJ Financial Advisors
Illinois
$438K +$29 +1 +0%
EFG
1105
Elevated Financial Group
Indiana
$437K -$315K -11,024 -43%
PIM
1106
Penobscot Investment Management
Massachusetts
$436K -$3.43K -120 -0.8%
GM
1107
GeoWealth Management
Illinois
$435K +$99K +3,466 +31%
BWFA
1108
Baltimore-Washington Financial Advisors
Maryland
$433K -$32.1K -1,125 -7%
WJWM
1109
Williams Jones Wealth Management
New York
$432K -$152K -5,316 -27%
CWM
1110
Cadence Wealth Management
Massachusetts
$431K -$171 -6 -0%
SW
1111
SkyOak Wealth
Michigan
$429K
PW
1112
Paladin Wealth
Minnesota
$428K
BWL
1113
Bogart Wealth LLC
Virginia
$427K +$111K +3,900 +37%
Qube Research & Technologies (QRT)
1114
Qube Research & Technologies (QRT)
United Kingdom
$426K +$97K +3,398 +31%
PFS
1115
Prospera Financial Services
Texas
$426K -$657 -23 -0.2%
MFG
1116
Mainsail Financial Group
Washington
$425K +$413K +14,449 New
FW
1117
Fairway Wealth
Ohio
$423K
LWM
1118
Lighthouse Wealth Management
Ohio
$418K
FD
1119
Financial Designs
California
$417K
MWM
1120
Mindset Wealth Management
Indiana
$416K +$4.37K +153 +1%
HFA
1121
Hippocratic Financial Advisors
California
$415K
WW
1122
Westshore Wealth
California
$413K +$1.06K +37 +0.3%
SB
1123
Strategic Blueprint
Georgia
$411K +$128K +4,500 +48%
WA
1124
WPG Advisers
Maryland
$410K -$12K -419 -3%
ACP
1125
Aviance Capital Partners
Florida
$409K +$24.3K +851 +7%